Dashboard
What changed, why it matters, and what needs verification next
The dashboard intentionally blends regime context, ranking changes, positive versus negative token-flow dynamics, and research tasks so the team can move from screening to verification without leaving the terminal.
Market regime
Confirmed altcoin expansion
Score 78.1 / 100
Regime confidence
93%
Confidence falls when indicators are missing or stale
Top-scoring token
HYPE 71.8
Selective upside candidate
Positive net token flow
3
Base-case positive-flow tokens
Late-cycle warning logic is active
Top-scoring tokens
Transparent default scores with confidence, penalty, and missing-data adjustments.
Research queue
High-impact work items that unblock score confidence and claim quality.
Verify Hyperliquid completed buyback cadence
highAssignee: Analyst · Due Aug 2, 2026 · Status open
Import Jupiter unlock schedule
highAssignee: Analyst · Due Aug 3, 2026 · Status open
Test BORG liquidity at multiple ticket sizes
criticalAssignee: Analyst · Due Aug 5, 2026 · Status open
Collect first-pass metrics for SOL, ETH, BTC, AVAX, BNB, ADA, XRP
highAssignee: Analyst · Due Aug 10, 2026 · Status in-progress
Largest score improvements
Useful for spotting strengthening theses before they become consensus.
Largest score declines
Useful for identifying thesis deterioration or rising penalty pressure.
Upcoming unlock warnings
Large future supply should be visible before it surprises the thesis.
Positive net-token-flow cohort
Gross narratives are not enough; this list highlights tokens where the seed base case remains net positive.
| Token | Net token flow | Net buyback yield | Main catalyst | Main risk |
|---|---|---|---|---|
| HYPE | $505,000,000.00 | 4.21% | New perps product rollout | Token-value-capture verification |
| AAVE | $31,000,000.00 | 1.19% | Governance revenue-capture update | Governance dependence |
| BORG | $8,500,000.00 | 2.43% | Verification sweep on founder claims | Founder conflict of interest |
Unverified high-impact claims
Claims are tracked separately from verified data and remain visible until resolved.
Hyperliquid
Hyperliquid reportedly allocates about 97% of revenue to buybacks.
Hyperliquid
Hyperliquid reportedly conducts roughly $600 million of annual buybacks.
SwissBorg
SwissBorg reportedly has significant assets under management.
SwissBorg
SwissBorg reportedly allocates roughly 50% of revenue to buybacks.
SwissBorg
SwissBorg reportedly forecasts at least $20 million in annual buybacks.